MERIDIAN INVESTMENTS, INC.
Firm details
- Headquarters
- VIENNA, Virginia
- CRD number
- 13225
- Registered since
- March 23, 1983
- Website
- www.meridiancompaniesllc.com
Firm profile
FINTRXOverview
Meridian Investments, Inc. is a corporately organized investment adviser that registered with the SEC in 1983 and is privately owned by an individual. The firm's public profile is minimal: the data source classifies it as "Unclassified" and identifies it as not acting as a capital allocator. Available attributes indicate Meridian Investments is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not listed as a related adviser. The firm has not supplied discrete information on its fee schedule, client segments, or specific advisory activities in the source dataset.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13CAROLINE WISNIEWSKI
FinOpCRD 1463513
JOHN CASEY
Co-FounderCRD 731545
ROMAN BRILMAN
Executive Vice PresidentCRD 4250758
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VIENNA, VA
FAIRFAX
Location
VIENNA, VA
Headquartered in VIENNA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 8065 Leesburg Pike
- Time zone
- ET (UTC-5)
- Office locations
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